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Finance Advisor

Money Honey Financial Services

0 - 3 years

2 - 5 Lacs

Mumbai

Posted:3 days ago| Platform:

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Skills Required

financial products Mutual funds Mathematics Tax planning Debentures Portfolio management Fixed deposits Financial Advisor Financial services Investment

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Work from Office

Job Type

Full Time

Job Description

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics

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Money Honey Financial Services

www.moneyhoneyfinancialservices.com

Financial Services

Finance City

50 Employees

6 Jobs

Key People

Jane Doe

CEO
John Smith

CFO

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